重庆博腾制药科技股份有限公司 关于 2023 年员工持股计划提前终止的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、2023 年员工持股计划基本情况 重庆博腾制药科技股份有限公司（以下简称"公司"）于 2023 年 10 月 16 日 召开第五届董事会第二十次临时会议及第五届监事会第十五次临时会议，于 2023 年 11 月 1 日召开 2023 年第四次临时股东大会，审议通过《关于公司<2023 年员工持股计划（草案）>及其摘要的议案》《关于公司<2023 年员工持股计划管 理办法>的议案》《关于提请股东大会授权董事会办理公司 2023 年员工持股计划 相关事宜的议案》，同意公司实施 2023 年员工持股计划（以下简称"本持股计 划"）并授权董事会办理相关事宜。2024 年 2 月 27 日，公司完成本持股计划标 的股票购买。具体内容详见公司分别于 2023 年 10 月 17 日、2023 年 11 月 1 日、 2024 年 2 月 27 日在巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 本持股计划的锁定期已于 2025 年 ...

8月5日主力资金净流出1852.29万元，近五日累计净流出3.18亿元。当日开盘价为23.82元，最高价24.18 元，最低价23.40元，振幅3.28%。 风险提示：股市有风险，投资需谨慎。 博腾股份属于化学制药行业，公司主营业务涵盖医药定制研发生产服务。公司注册地位于重庆，涉及减 肥药、CAR-T细胞疗法等业务领域。 截至2025年8月5日收盘，博腾股份报23.68元，较前一交易日下跌0.10元，跌幅0.42%。当日成交额达 5.53亿元，换手率4.65%。盘中13时出现快速反弹，5分钟内涨幅超过2%，最高触及24.18元。 ...

通过天眼查大数据分析，重庆博腾制药科技股份有限公司共对外投资了18家企业，参与招投标项目65 次，知识产权方面有商标信息193条，专利信息74条，此外企业还拥有行政许可252个。 金融界消息 截至2025年8月1日收盘，博腾股份（300363）报收于23.52元，下跌1.13%，换手率5.23%， 成交量26.16万手，成交金额6.23亿元。 来源：金融界 博腾股份最新一期业绩显示，截至2025一季报，公司营业总收入8.01亿元、同比增长18.21%，归属净利 润428.42万元，同比增长95.48%，扣非净利润1009.01万元，同比增长89.21%，流动比率2.052、速动比 率1.577、资产负债率37.53%。 天眼查商业履历信息显示，重庆博腾制药科技股份有限公司，成立于2005年，位于重庆市，是一家以从 事医药制造业为主的企业。企业注册资本54546.452万人民币，实缴资本54546.452万人民币。公司法定 代表人为居年丰。 资金流向方面，今日主力资金净流出1951.63万元，占比成交额3.13%。其中，超大单净流入814.34万 元、占成交额1.31%，大单净流出2765.98万元、占成交额4 ...

重庆博腾制药科技股份有限公司（以下简称"公司"）于 2023 年 10 月 16 日 召开第五届董事会第二十次临时会议及第五届监事会第十五次临时会议，于 2023 年 11 月 1 日召开 2023 年第四次临时股东大会，审议通过《关于公司<2023 年员工持股计划（草案）>及其摘要的议案》《关于公司<2023 年员工持股计划管 理办法>的议案》《关于提请股东大会授权董事会办理公司 2023 年员工持股计划 相关事宜的议案》，同意公司实施 2023 年员工持股计划（以下简称"本持股计 划"）并授权董事会办理相关事宜。2024 年 2 月 27 日，公司完成本持股计划标 的股票购买。具体内容详见公司分别于 2023 年 10 月 17 日、2023 年 11 月 1 日、 2024 年 2 月 27 日在巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 本持股计划的锁定期已于 2025 年 2 月 26 日届满，具体内容详见公司于 2025 年 2 月 27 日在巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 股票代码：300363 股票简称：博腾股份 公告编号：2025-03 ...

Core Viewpoint - The CXO (Contract Research Organization) sector is experiencing a significant performance improvement, driven by favorable policies and increased demand for innovative drug development in China [1][4]. Group 1: Industry Performance - CXO concept stocks have shown strong activity, with companies like Boteng Co. rising nearly 10% and others like Kanglong Chemical and Yiqiao Shenzhou increasing over 5% [1]. - WuXi AppTec and Boteng Co. have reported mid-year performance forecasts that confirm the trend of improving performance in CXO companies, indicating a potential reversal in industry prosperity [1][2]. - The overall order volume in the CXO industry has shown positive growth, with KaiLaiYing reporting a 20% increase in new orders for 2024 and Kanglong Chemical's laboratory services seeing over 15% growth [3]. Group 2: Company-Specific Insights - WuXi AppTec expects to achieve approximately 20.64% revenue growth year-on-year for the first half of 2025, with adjusted net profit expected to grow by 44.43% [2]. - Boteng Co. anticipates a revenue increase of 15% to 20% for the first half of 2025, marking a significant turnaround to profitability [2][3]. - The improvement in Boteng Co.'s gross margin and overall profitability is attributed to strict cost control and enhanced operational efficiency [3]. Group 3: Market Trends and Valuation - The CXO sector is poised for a "Davis Double Play," where both profitability and valuation are expected to rise simultaneously due to improved demand and a recovering investment environment [4]. - The current valuation of the CXO sector is at a mid-low level compared to historical highs, suggesting potential for upward movement as the market stabilizes [4]. - Analysts predict that the demand for innovative drug development will continue to grow, particularly in the context of new technologies like ADCs (Antibody-Drug Conjugates) [5].

Group 1: Market Performance - The pharmaceutical sector showed strength in early trading on July 25, with the Biopharmaceutical ETF (159859) having a turnover rate exceeding 3.5% and a transaction volume of over 1.11 billion yuan, leading among its peers [1] - The Medical Devices ETF (159873) increased by 0.82% with a turnover rate over 8.1%, featuring stocks like Kangtai Medical hitting the daily limit [1] - The Innovation Drug ETF Tianhong (517380) rose by 0.79% with a turnover rate exceeding 1.8%, and its constituent stocks included Kanglong Chemical and WuXi Biologics, which saw significant gains [1] Group 2: ETF Characteristics - The Biopharmaceutical ETF (159859) closely tracks the National Index of Biopharmaceuticals (399441.SZ), covering various sectors such as innovative drugs, CXO, vaccines, and blood products, making it the largest and most liquid product in its category [1] - The Innovation Drug ETF Tianhong (517380) is the largest in the market, spanning the Shanghai, Shenzhen, and Hong Kong markets, and is the only ETF tracking the Hang Seng Shanghai-Shenzhen-Hong Kong Innovation Drug Select 50 Index, which has a cumulative weight of nearly 60% in its top ten constituents [2] Group 3: Industry Insights - Jianghai Securities emphasizes the importance of focusing on innovative drug companies with rich R&D pipelines and suggests investing in the entire innovative drug industry chain due to its potential for strong synergistic development [3] - Everbright Securities recommends focusing on two types of targets: those that have consistently been selected in centralized procurement and possess dual advantages in quality and cost, and innovative drug companies with rich R&D pipelines whose core products are entering medical insurance or are expected to be included in the innovative drug catalog [3]

Group 1 - The core viewpoint of the articles highlights the increasing activity in the innovative drug sector, driven by favorable government policies and the introduction of a commercial health insurance directory for innovative drugs [1][2] - Since 2025, the government has proposed multiple policies to optimize drug procurement and support innovative drugs, indicating a positive policy environment for the pharmaceutical industry [1] - The 11th batch of national drug procurement is underway, with expectations for optimized rules and price reductions, moving away from a focus on minimum pricing to a more quality-controlled approach [1] Group 2 - Ever since the 14th Five-Year Plan, a total of 402 new drugs have been included in the medical insurance directory, with innovative drug spending projected to reach 3.9 times that of 2020 by 2024, reflecting a 40% annual growth rate [2] - The establishment of a commercial health insurance directory for innovative drugs will provide a supplementary payment channel for drugs not included in the national medical insurance directory, with over 100 drugs already submitted for approval [2] - The precise adjustment of medical insurance policies is reshaping the pharmaceutical industry ecosystem, transitioning from price wars to value wars, and clearing out low-quality production capacity to create market space for high-quality enterprises [2]

Group 1 - The core viewpoint of the article highlights the significant growth in China's innovative drug development pipeline, which accounts for approximately 25% of the global total [1] - The Director of the Drug Registration Management Department of the National Medical Products Administration, Yang Ting, stated that around 3,000 clinical trial projects are conducted annually in China, placing the country among the leaders globally in this area [1] Group 2 - The stock prices of several companies in the pharmaceutical sector, including Boteng Co., Ltd., Kanglong Chemical, and Haitai Biological, saw notable increases, with Boteng Co., Ltd. rising nearly 10% and others rising over 5% [1] - The positive sentiment in the market is likely driven by the announcement regarding China's strong position in innovative drug development and clinical trials [1]

Market Overview - The A-share market showed a positive trend with the Shanghai Composite Index rising 0.75% to 3608.58 points, the Shenzhen Component Index increasing by 0.31% to 11134.07 points, and the ChiNext Index up by 0.72% to 2327.48 points [1][2]. Sector Performance - The financial sector, particularly brokerage stocks, experienced significant upward movement, with notable gains in stocks such as Guosheng Financial Holdings, which hit the daily limit, and others like Guosen Securities, Harbin Investment, and Bank of China Securities rising over 5% [5][7]. - The CRO (Contract Research Organization) sector also saw a rally, with stocks like Zhaoyan New Drug hitting the daily limit and others such as Medisi, Boteng Co., and Haoyuan Pharmaceutical rising over 5% [10][11]. New Listings - Two new stocks were listed on July 23, with Shanda Electric experiencing a surge of over 500% at one point. The company issued 40.72 million shares at a price of 14.66 yuan per share, resulting in a total market capitalization of approximately 1.17 billion yuan [13][14]. - Jiyuan Group also debuted on the Shanghai Stock Exchange, initially rising over 370% and currently up 280%, with a total market value of 16.6 billion yuan [15][16]. Key Stock Movements - Notable stock movements included NIO rising by 8.69%, Kuaishou increasing by 4.47%, and Tencent Holdings up by 3.61% in the Hong Kong market [4][5]. - In the insurance sector, China Pacific Insurance, Agricultural Bank of China, and Qilu Bank all saw increases of over 3% [8][9].

Group 1 - The core viewpoint highlights the strong performance of the innovative drug ETFs, with Tianhong Innovative Drug ETF (517380) leading the industry with a 1.89% increase and a total trading volume of 4.6489 million yuan on July 23, 2025 [2] - The Tianhong Innovative Drug ETF has seen a cumulative increase of 3.93% over the past week, indicating positive momentum in the sector [2] - The Biopharmaceutical ETF (159859) also showed a 1.50% increase with a trading volume of 40.8703 million yuan, reflecting strong investor interest [2] Group 2 - The Biopharmaceutical ETF (159859) has achieved a 2.84% increase over the past week, ranking first among comparable funds, with an average daily trading volume of 110 million yuan [3] - The Biopharmaceutical ETF has experienced a significant growth of 543 million yuan in scale over the past year, indicating robust demand [3] - Guotai Junan Securities continues to recommend the innovative drug sector, citing improvements in both domestic and overseas markets, with new insurance directories supporting innovative drug development [3] Group 3 - The collaboration between stable operation of medical insurance funds and optimized centralized procurement policies is positively impacting the innovative drug industry, enhancing patient accessibility and market demand [4] - Recent trends show that multiple pharmaceutical companies are successfully launching innovative drugs overseas, validating China's R&D capabilities [4] - The Tianhong Innovative Drug ETF (517380) is noted as the only ETF tracking the Hang Seng-Hushen-Hong Kong Innovative Drug Select 50 Index, providing comprehensive coverage of A-shares and Hong Kong stocks [4]